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First Trust Advisors

First Trust Advisors Portfolio holdings

AUM $170B
1-Year Est. Return 46.21%
This Fund
S&P 500
This Quarter Est. Return
+28.35%
1 Year Est. Return
+46.21%
3 Year Est. Return
+117.8%
5 Year Est. Return
+135.17%
10 Year Est. Return
+698.25%
AUM
$170B
AUM Growth
+$30.1B
Cap. Flow
+$6.15B
Cap. Flow %
3.62%
Top 10 Hldgs %
11.08%
Holding
2,776
New
174
Increased
1,442
Reduced
1,016
Closed
121

Sector Composition

Rank Sector Weight
1 Technology 32.24%
2 Industrials 20.01%
3 Financials 14.1%
4 Healthcare 7.05%
5 Consumer Discretionary 6.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
MPTI.RT
2776
DELISTED
M-tron Industries Rights (expiring April 15 2026)
MPTI.RT
-10,011
Closed -$21K

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First Trust Advisors's Q2 2026 Portfolio in Review

As of Q2 2026, First Trust Advisors held 2,776 positions worth $170B, up 21% from $140B the previous quarter. Its ten largest holdings account for 11% of the portfolio.

First Trust Advisors deployed $6.15B of net new capital in Q2 2026, opening 174 new positions and adding to 1,442 existing holdings. Its largest new stake was First Trust Technology AlphaDEX Fund: 3,725,523 shares worth $809M.

By sector, the portfolio is most concentrated in Technology at 32% of assets, up from 27% a quarter earlier, followed by Industrials and Financials.

On the sell side, the largest reduction was ExxonMobil, an estimated $751M trimmed.

  • First Trust Advisors's largest Q2 2026 buy was First Trust Technology AlphaDEX Fund: 3,725,523 shares worth $809M.
  • First Trust Advisors added most to First Trust NASDAQ-100 Technology Index Fund in Q2 2026, an estimated $695M increase.
  • First Trust Advisors's biggest Q2 2026 reduction was ExxonMobil, cutting an estimated $751M.
  • First Trust Advisors fully exited First Trust Energy AlphaDEX Fund in Q2 2026, selling an estimated $672M.
  • First Trust Advisors's ten largest holdings make up 11% of its $170B portfolio in Q2 2026.
  • First Trust Advisors opened 174 new positions and closed 121 in Q2 2026.
  • First Trust Advisors's portfolio value rose 21% quarter-over-quarter to $170B.

Based on First Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.